Advisor software heavyweight deploys AI across its proposal generation, investment research, specialized planning and meeting prep suite in Fall 2025 product release
AUBURN, Calif.–(BUSINESS WIRE)–Nitrogen, the industry’s only provider of client-facing AI advisor software for specialized planning, investment research, proposal generation and meeting preparation, today announced the availability of its Fall 2025 product release. Headlining the product news is AI Tax Center, a new tool designed to guide tax planning conversations. The launch, attended by over 1000 advisors also showcased Nitrogen’s broader AI roadmap, infusing AI capabilities into AI Research Center, AI Planning Center, and AI Risk Center, advancing Nitrogen’s mission to help advisors show up ready to impress in every client and prospect conversation.
“Nitrogen has always been built around a single guiding objective: helping advisors absolutely crush it in their meetings with prospects and clients,” said Justin Boatman, Chief Product Officer at Nitrogen. “AI is enabling us to take this to another level for advisors. Whether it’s a conversation about risk alignment, presenting an analytics-driven proposal, a retirement income plan, or a tax planning discussion, Nitrogen is designed so you can swivel your monitor around and illustrate your expertise. And now, with the addition of AI Tax Center, advisors can turn complex tax data into clear, client-facing visuals that uncover opportunities and spark valuable planning conversations.”
Highlights from the Q4 2025 Product Launch
AI Tax Center — The newest addition to Nitrogen’s AI advisor suite combines Tax Snapshot, a client-ready visualization of the 1040, with AI Insights, which organize and highlight important data points for clients. Together, these features make tax discussions simpler, clearer, and more engaging. AI Tax Center launches in November 2025 for $99/month, with preorder pricing of $79/month available at nitrogenwealth.com/ai-tax-center.
AI Research Center — Adds AI Discovery, allowing advisors to search for securities in plain language (i.e., “show me ETFs less risky than 75 with dividends above 2%”). New 10-Year Trailing Returns and Partial Illustration settings offer enhanced performance storytelling and increased transparency in reports.
Planning and Insurance — Major enhancements include a refreshed annuity design, improved income rider methodology, expanded VA coverage, and the introduction of Stress Tests, helping advisors illustrate how retirement plans perform under real-world market conditions.
AI Statement Capture — Now supports share quantities, enabling more accurate portfolio imports and reducing data drift. Advisors can upload client statements and see a ready-to-review portfolio in seconds, saving hours of manual data entry.
AI Meeting Center — The AI Meeting Center lineup expanded with a new, dedicated client Meetings tab, giving advisors a unified view of past and upcoming meetings, AI-curated notes, and actionable insights. Nitrogen also adds Wealthbox CRM integration, expanding connectivity alongside Redtail, Salesforce, Zoom, Teams, and Google Meet.
These updates mark a major milestone in Nitrogen’s continued evolution as the platform built for AI-powered advisor meetings, turning complex data into visuals and insights that elevate client conversations.
“Tens of thousands of advisors use Nitrogen to generate more than 1000 proposals daily, guiding over $1 billion in client AUM into new portfolios,” said Dan Zitting, Chief Executive Officer at Nitrogen. “That kind of scale gives us such privileged access into how we can best help advisors show up for their clients. By embedding AI across every client-facing experience, we’re revolutionizing how advisors prepare, present, and deliver value. Our goal is simple: to help every advisor bring greater confidence, clarity, and credibility to the clients they serve.”
Nitrogen will debut its Winter 2025 product release during the Fearless Investing Summit, February 18–20, 2026, at the Hyatt Regency in Denver. The three-day event hosts more than 1,000 financial professionals for immersive learning, thought leadership, and hands-on sessions focused on innovation and growth in the wealth management industry. Learn more and register at nitrogenwealth.com/fearless-2026.
ABOUT NITROGEN
Nitrogen is the leader in AI-enabled, client-facing software for financial advisors. Its integrated platform combines risk alignment, investment planning, tax planning, retirement planning, and proposal generation, helping advisors deliver smarter, more engaging meetings that win business and build lasting client confidence. Trusted by over 30,000 advisors, Nitrogen’s technology is built to be seen, enabling advisors to swivel their monitor and guide clients through clear, visual insights that keep them invested in their advisor, fearlessly. Learn more at NitrogenWealth.com.
Contacts
MEDIA CONTACT
Allie Zendrian | 516-581-7202 | [email protected]
